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  • Explore our thoughts and points of view on financial topics that matter to you.

    Insights, Tips & Commentary

    Explore our thoughts and points of view on financial topics that matter to you.

Publications

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Jim Sinclair | Jan 4, 2018

Highlights of the New Tax Reform Law

Publications

January 2018
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Jim Sinclair | Sep 7, 2017

Unconventional Governance Leads to Unconventional Results

Publications

InterBusiness Issues  Continue reading...

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Jim Sinclair | Apr 7, 2017

Trust, Discipline, and Steady Growth

Publications

InterBusiness Issues Continue reading...

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Jim Sinclair | Mar 1, 2014

Broker or RIA: Who Should You Choose?

Broker
Fiduciary
Publications
RIA

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Jim Sinclair | Aug 1, 2011

The Income Replacement Discussion

Estates
Publications
Selling a Business

InterBusiness Issues  Continue reading...

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Jim Sinclair | Mar 1, 2011

Investing Globally thru Domestic Stocks

Diversification
International
Publications

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Jim Sinclair | Jul 1, 2010

DVI Approach to Asset Allocation

Diversification
Publications

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Jim Sinclair | Dec 1, 2009

Roth IRA Conversion: A Roundtable Discussion

Estates
Publications

InterBusiness Issues  Continue reading...

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Jim Sinclair | Sep 6, 2006

David J. Vaughan

Legacy
Publications

Journal Star  Continue reading...

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Peoria Office

5823 North Forest Park Drive
Peoria, IL  61614-3500

Florida Office

399 Carolina Avenue, Suite 110
Winter Park, FL  32789-3150

David Vaughan Investments, LLC is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. DVI was established in 1977 as a sole proprietorship, restructured into an S Corporation in 1991, and recently merged into a new Delaware LLC in September of 2017. The information provided on the DVI website is intended solely for the purpose of supplying general background information on the firm and the investment counseling services it provides. DVI does not use this resource as a means of facilitating securities transactions or providing personalized investment advice. DVI and its representatives may only conduct business in those states which it has met all regulatory requirements. Therefore, no follow-up will be made by the firm with a prospective client until DVI's compliance officer has reviewed the regulatory consequences of soliciting new business within that state.

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